據(jù)美國油價(jià)網(wǎng)2022年4月12日報(bào)道，由于歐佩克非洲成員國努力增加原油產(chǎn)量部分抵消歐佩克中東核心成員國的增產(chǎn)，歐佩克3月份原油平均日產(chǎn)量比2月份僅增加5.7萬桶。

根據(jù)周二（4月12日）發(fā)布的歐佩克月度石油市場報(bào)告(MOMR)的第二手消息來源，歐佩克的所有13個(gè)成員國3月份的原油平均日產(chǎn)量為2856萬桶，比2月份僅增加5.7萬桶。  

3月份原油產(chǎn)量增加的歐佩克主要成員國是阿拉伯海灣的3個(gè)產(chǎn)油國——沙特阿拉伯、科威特和阿聯(lián)酋，而尼日利亞和剛果的產(chǎn)量下降。 

根據(jù)歐佩克第二手來源的數(shù)據(jù)，沙特阿拉伯3月份的原油日產(chǎn)量增加5.4萬桶，至1026.2萬桶。 相比之下，根據(jù)歐佩克+協(xié)議，沙特阿拉伯3月份的原油產(chǎn)量日配額為1033.1萬桶。 歐佩克在4月12日的報(bào)告中稱，沙特阿拉伯自報(bào)3月份原油日產(chǎn)量為1030萬桶。 阿聯(lián)酋將其3月份原油日產(chǎn)量提高2.3萬桶，至298.3萬桶，而配額為297.6萬桶。 科威特3月份的原油日產(chǎn)量增加2.5萬桶，達(dá)到263.9萬桶，與歐佩克+協(xié)議中的配額持平。 

盡管阿拉伯海灣產(chǎn)油國或多或少履行了配額規(guī)定，但尼日利亞、剛果和安哥拉等非洲產(chǎn)油國的產(chǎn)量卻出現(xiàn)了下降，尼日利亞3月份原油日產(chǎn)量下降2.4萬桶，至135.4萬桶。 與尼日利亞171.8萬桶的配額相比，這是一個(gè)巨大的不足。

在今年非歐佩克產(chǎn)油國的預(yù)期供應(yīng)方面，歐佩克將其原油日供應(yīng)增長預(yù)期下調(diào)30萬桶，至270萬桶，這主要是由于大國3月份的原油日產(chǎn)量下調(diào)53萬桶。 但歐佩克將美國3月份原油日產(chǎn)量增長預(yù)估上調(diào)26萬桶。

歐佩克表示：“盡管多數(shù)美國石油公司繼續(xù)專注于償還債務(wù)和向股東返還現(xiàn)金，但鉆井和完井趨勢的增加，可能導(dǎo)致未來幾個(gè)月原油產(chǎn)量水平的上升。”“因此，美國今年液體日供應(yīng)增長預(yù)測被上調(diào)26萬桶，至129萬桶。” 

李峻 編譯自 美國油價(jià)網(wǎng)

原文如下：

OPEC Raises Oil Production By Just 57,000 Bpd In March

OPEC raised its oil production by just 57,000 barrels per day (bpd) in March from February, as African members’ struggles to pump more crude partially offset increases at the core OPEC members of the Middle East.

All 13 OPEC members which are exempted from the OPEC+ deal—pumped 28.56 million bpd in March, up by just 57,000 bpd from February, according to secondary sources in OPEC’s Monthly Oil Market Report (MOMR) published on Tuesday.

Crude oil output increased mainly in the three Arab Gulf producers—Saudi Arabia, Kuwait, and the UAE, while production in Nigeria, and Congo declined.

Saudi Arabia raised its production by 54,000 bpd to 10.262 million bpd in March, according to OPEC’s secondary sources. That compares with 10.331 million bpd quota for Saudi Arabia for March per the OPEC+ deal. The Saudis self-reported March crude oil production of 10.300 million bpd, OPEC said in its report today. The UAE raised its production by 23,000 bpd to 2.983 million bpd, per OPEC’s secondary sources, compared to a quota of 2.976 million bpd. Kuwait’s production rose by 25,000 bpd to 2.639 million bpd, in line with its quota under the OPEC+ deal.

While the Arab Gulf producers more or less complied with their quotas, African producers such as Nigeria, Congo, and Angola saw their production drop, with Nigeria’s output down by 24,000 bpd to 1.354 million bpd. That’s a massive underachievement compared to Nigeria’s quota of 1.718 million bpd.

In terms of expected supply from non-OPEC producers this year, OPEC revised down its supply growth estimate by 300,000 bpd to growth of 2.7 million bpd, mostly due to a downward revision of liquids production—down by 530,000 bpd. OPEC, however, raised its estimate for U.S. crude oil production growth by 260,000 bpd.

“While most US oil companies continue to focus on paying off debts and returning capital to shareholders, increasing drilling and completion trends could translate into higher production levels in the coming months,” the cartel said. “Therefore, the US liquids supply growth forecast for 2022 is revised up by 0.26 mb/d to 1.29 mb/d.”